Blue Bridge Financial, LLC
Industry: Commercial company
DescriptionFounded: 2009
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Blue Bridge Financial, LLC Employees
Carillon Capital, LLC September 2014 - Present
Blue Bridge Financial, LLC September 2014 - Present
Ally Financial May 2010 - November 2014
Thor Credit Corp 2008 - July 2010
Ganis Credit Corp 1999 - 2008
Ganis Credit Corp 1993 - 1999
Ganis Credit Corp 1988 - 1993
Irving Trust Company 1986 - 1988
The Chase Manhattan Bank 1981 - 1986
Chemical Bank 1975 - 1981
Skills
Leadership, Team Building, Relationship Management, Sales Management, sales, asset origination, asset sale/placement, Strategic Planning, risk management, valuation, Start-ups, Finance
Education
Long Island University 1977 — 1980
Master's Degree, Finance & Marketing, 3.9 / 4.0 scale
Villanova University 1971 — 1975
Bachelor's Degree, Accounting & Finance, 3.8 / 4.0 scale
Blue Bridge Financial, LLC July 2015 - August 2015
University Research Co., LLC (URC) & Center for Human Services (CHS) July 2014 - July 2014
Aclairo Pharmaceutical Development Group, Inc. August 2010 - January 2012
Interlocking Concrete Pavement Institute June 2008 - August 2010
National Indian Gaming Association February 2008 - June 2008
Skills
International Relations, Foreign Policy, Foreign Languages, Office Management, Accounts Payable, Accounts Receivable, International..., Human Resources, Microsoft Office, Writing, Organizational..., Priority Management, Benefits Administration, Contract Management, Web Content Management, Supervisory Experience, Vendor Relations, Printed Materials, Russian politics, Database Management, Eurasia, Russian History, Political Science
Education
European University at St. Petersburg 2013 — 2013
International Master's in Russian and Eurasian Studies, Political Science
State University of New York at Albany 2002 — 2006
Bachelor's, Russian
Carillon Capital, LLC October 2008 - Present
Blue Bridge Financial, LLC 2014 - 2015
Blue Bridge Financial, LLC 2014 - 2015
Blue Bridge Financial, LLC 2014 - 2015
Snow Portfolio Management, LLC September 2006 - October 2008
E*TRADE Financial September 2000 - June 2006
Sovereign Bank March 2000 - September 2000
BankBoston July 1989 - March 2000
Skills
Investment Banking, Loans, Mortgage Lending, Portfolio Management, Valuation, Executive Management, Investments, Banking, Financial Services, Capital Markets, Financial Advisory, Leadership, Loan Origination, Structured Finance, Credit Cards, Finance
Education
Babson College 1992 — 2000
MBA
Middlebury College 1985 — 1989
BA, Psychology
Kimball Union Academy 1983 — 1985
Blue Bridge Financial, LLC March 2014 - Present
Creative Type Co. October 2005 - Present
New Era Cap June 2012 - March 2014
Canisius College July 2005 - May 2012
Quinlan & Company Advertising September 2004 - July 2005
FB Portable Displays, Inc April 2002 - September 2004
Skills
Art Direction, Advertising, Web Design, Branding & Identity, Marketing Communications, Photography, Direct Mail, Graphic Design, Adobe Creative Suite, Newsletters, Logo Design, QuarkXPress, Editing, InDesign, Mac, Social Media, Marketing, Illustrator, Email Marketing, Corporate Identity, Graphics, Layout
Education
Canisius College 2007 — 2011
Master of Science (MS), Communication and Leadership, Integrated Marketing Communication, 3.7
University at Buffalo, The State University of New York 1999 — 2001
Bachelor of Fine Arts, Communication Design with an Art History minor, 3.5
Villa Maria College 1997 — 1999
Associate of Applied Science, Graphic Design, 3.8
Cornell University 2012 — 2014
Certificate, Project Leadership
Lancaster High School 1994 — 1997
High School, Art and Computers
Church of the Annunciation School 1983 — 1984
Kindergarten Graduation Certificate, Naps, Crayola Mastery, Lunch, More Naps, A+
Blue Bridge Financial, LLC ManagerMezza Restaurant & LoungeJune 2009 - Present
Education
State University of New York College at Buffalo
Seneca Mortgage Servicing LLC August 2014 - Present
Blue Bridge Financial, LLC February 2014 - Present
M&T Bank October 2013 - February 2014
M&T Bank April 2012 - October 2013
HSBC Bank USA N.A. October 2010 - April 2012
TK Valet January 2007 - August 2010
Skills
Credit, Financial Analysis, Loans, Credit Analysis, Small Business Lending
Education
Medaille College 2011 — 2013
Master of Business Administration (MBA), 4.0
State University of New York at Buffalo 2006 — 2010
Bachelor of Business Administration, Finance
Blue Bridge Financial, LLC 2015 - Present
Ingram Micro 2000 - 2014
M&T Bank 1993 - 2000
USAID 1992 - 1993
PwC 1988 - 1991
Skills
Financial Modeling, P&L Forecasting, Strategic Financial..., Driving Profitability, Team Leadership, Leadership, P&L Management, Cash Flow Forecasting, Forecasting, Accounting, P&L Administration, Analysis, CRM, Business Strategy, Finance, Competitive Analysis, Customer Profitability, Business Analysis, Cross-functional Team..., Corporate Budgeting, Cost Accounting, Vendor Management, Interest Rate Risk..., P&L Analysis, Executive Management, Strategic Partnerships, Project Planning, Financial Planning
Education
University of Pennsylvania - The Wharton School 1984 — 1988
B.S., Finance, Accounting
SUNY at Buffalo 1991 — 1993
Master of Business Administration (MBA), Financial Markets
Blue Bridge Financial, LLC April 2014 - Present
BidURenergy, Inc May 2012 - April 2014
Altitude Marketing August 2011 - May 2012
Mruczek Home Building June 2007 - June 2011
Erie County Fair August 2010 - 2010
Skills
Leadership, Customer Service, Microsoft Excel, Microsoft Office, Sales Management, Teamwork, Microsoft Word, Energy, Procurement, PowerPoint, Social Media, Business Development, Marketing, Time Management, Account Management, Market Research, Organization, Management, Social Media Marketing, Sales, Sales Process, Team Management, Customer Satisfaction, Negotiation, Selling, Marketing Communications, Social Networking, Project Management
Education
SUNY Fredonia 2008 — 2011
B.S, Marketing
Genesee Community College
Hohl Industrial July 2015 - Present
Blue Bridge Financial, LLC 2013 - July 2015
Linita Design & Mfg. Corp. 2009 - 2013
Hohl Industrial 2008 - 2009
Simmers Crane Design & Service 2003 - 2008
Hatch 2001 - 2003
Republic Engineered Products 2000 - 2001
Inco Alloys/Special Metals 1996 - 2000
Crucible Specialty Metals 1992 - 1996
Skills
Lean Manufacturing, Strategic Planning, Risk Management, Change Management, Project Planning, Purchasing, Team Leadership, Business Development, Troubleshooting, Business Planning, Income Statement, Project Engineering, Continuous Improvement, Management, Operations Management, Leadership, Process Engineering, Manufacturing, Budgets, Six Sigma, Process Improvement, Steel, Supply Chain Management, Project Management, Contract Management, Credit Analysis, P
Education
Marshall University 1998 — 1999
MBA, Business
Clarkson University 1988 — 1992
BS, Engineering/Industrial Management
West Genesee 1985 — 1988
High School, Regents Diploma
Blue Bridge Financial, LLC March 2015 - Present
Five Star Bank May 2014 - March 2015
Five Star Bank May 2007 - April 2014
Five Star Bank May 2006 - May 2007
First American Real Estate Tax Service 2005 - 2006
America's Moneyline 2002 - 2004
Skills
Commercial Banking, Credit, Banking, Commercial Lending, Credit Risk, Loans, Small Business Lending, Retail Banking, Loan Origination, Underwriting, Mortgage Lending, Portfolio Management, Consumer Lending, Commercial Mortgages, Deposits, Coaching
Education
Genesee Community College 1996 — 1998
Associate of Science (A.S.), Business Administration
Blue Bridge Financial, LLC September 2015 - Present
Fannie Mae November 2013 - Present
Fannie Mae November 2010 - November 2013
Stout Risius Ross 2008 - 2010
Shields and Company, Inc. 2006 - 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Bloomberg, Corporate Finance, Fixed Income, Financial Reporting, Finance, Asset Managment, Private Equity, Business Valuation, Investment Banking, MBS, Due Diligence, Forecasting, Mergers, Hyperion Planning, Financial Accounting, Financial Services, Microsoft Excel, Tableau, Strategic Planning, SQL, Microsoft Office, Essbase, Strategic Financial..., VBA, Capital Markets, Equities, Portfolio Management, Derivatives, Credit Risk, Economics, Mergers & Acquisitions, Asset Management, Investments
Education
Georgetown University 2002 — 2006
Bachelor's degree, Mathematics
GAR Associates June 2015 - Present
Blue Bridge Financial, LLC January 2014 - June 2015
M&T Bank June 2013 - January 2014
Bank of America January 2008 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Analysis, Sales
Education
ITT Technical Institute-Getzville 2002 — 2004
Associate's degree, Computer Systems Networking and Telecommunications, 3.79
VSP Vision Care January 2014 - Present
VSP Vision Care September 2013 - December 2013
Benseron Information Technologies, Inc. June 2012 - July 2013
Blue Bridge Financial, LLC January 2012 - May 2012
Skills
Financial Analysis, Accounting, Financial Reporting
Education
State University of New York at Buffalo 2007 — 2011
Bachelor of Science (BS), Accounting
Blue Bridge Financial, LLC December 2014 - April 2015
Commercial Credit Group Inc. March 2013 - December 2014
First Niagara Bank May 2012 - March 2013
First Niagara Bank September 2005 - May 2012
Skills
Microsoft Office, Financial Analysis, Foreclosures, Small Business, Business Process, Training, Collections, Supervisory Experience, Loan Work-outs, Legal Documents, Document Drafting, Underwriting, Finance, Banking, Portfolio Management, Credit, Credit Risk, Loans, Commercial Banking, Financial Risk, Commercial Lending, Credit Analysis, Small Business Lending
Education
Canisius College 2001 — 2005
B.S., Interpersonal & Business Communication
Sweet Home High School 1997 — 2001
Regents Diploma, General Studies
Blue Bridge Financial, LLC May 2014 - Present
Carillon Capital, LLC January 2014 - Present
The Brallet® July 2010 - Present
Crowdfunder.com 2013 - 2013
BCBG Max Azria 2012 - 2012
Skills
Entrepreneurship, Finance, Financial Modeling, Strategic Planning, Real Estate, Financial Analysis, Corporate Finance, Research, Entertainment, Management, Strategy, Start-ups, Negotiation, Leadership
Education
University of Southern California - Marshall School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
California State University-Northridge
Bachelor of Science (B.S.), Finance
California State University-Northridge
Bachelor's Degree, B.S. Business emphasis in Real Estate
National Academy of Sports Medicine (NASM)
Certificate
White House Black Market February 2014 - Present
Blue Bridge Financial, LLC September 2012 - February 2014
Iroquois Central School District May 2009 - February 2014
Evans Bank October 2011 - August 2012
Evans Bank November 2009 - October 2011
Mattel November 2009 - February 2010
Skills
Credit, Business Development, Research, French, Financial Analysis, PowerPoint, Team Building, Microsoft Excel, Public Speaking, Finance, Microsoft Office, Economics, Time Management, Analysis, Customer Service, Staff Development, Event Planning, Social Media
Education
Saint John Fisher College 2005 — 2009
Bachelor of Science (BS), Business Management, Marketing Concentration, Corporate Finance double-major
Grenoble Ecole de Management 2007 — 2008
CIB, International Business
Blue Bridge Financial, LLC July 2009 - June 2015
Evans National Leasing, Inc January 2005 - June 2009
M&C Leasing, Inc September 1999 - December 2004
MBNA America Bank 1995 - 1999
Skills
Portfolio Management, Management Consulting, Risk Management, Strategic Planning, Credit, Forecasting, Small Business Lending, Banking, Financial Structuring, Loans, Credit Analysis, Commercial Lending, Business Strategy, Credit Risk, Operations Management, Commercial Banking, Finance, Asset Based Lending, Sales Management, Factoring, Financial Services, Structured Finance, Underwriting, Lines Of Credit
Education
Brunel University
Study abroad curriculum - London
Goldey Beacom College
Master of Business Administration (MBA), Finance
State University of New York at Buffalo
Bachelor's degree, Economics
Will Foods January 2015 - Present
HealthNow New York Inc. September 2014 - January 2015
Blue Bridge Financial, LLC April 2014 - September 2014
The Bonadio Group November 2013 - April 2014
Gaines Kriner Elliott LLP January 2002 - November 2013
Mark IV Industries Inc. September 2001 - December 2001
IBM January 2001 - June 2001
Skills
Accounting, Auditing, Audit, Construction, Financial Accounting, Internal Controls, Construction Accounting, Percentage of Completion, Tax, PowerPoint, Internal Audit, GAAP, Financial Reporting, Financial Analysis, Income Tax, Tax Preparation, Corporate Tax, Tax Returns, US GAAP
Education
Niagara University 1998 — 2002
BBA, Accounting
AXIS Capital, Inc. September 2014 - Present
Blue Bridge Financial, LLC September 2012 - December 2013
AXIS Capital, Inc. October 1998 - August 2012
Skills
Asset Based Lending, Loans, Small Business Lending, Commercial Lending, Finance, Banking, Sales Management
Education
University of Nebraska at Kearney 1988 — 2003
Bachelor's degree, Business Administration and Management, General
Diversified Financial Services Group November 2014 - Present
Blue Bridge Financial, LLC June 2013 - November 2014
Skills
Financial Analysis &..., Satisfaction of..., Producing Creative..., Banking, Investments, Small Business, Finance, Credit, Small Business Lending, Financial Analysis, Commercial Lending, Wealth Management, Financial Services, Loans, Portfolio Management, Financial Advisory, Investment Advisory, Risk Management, Budgets, Customer Service, Management, Hospitality, Sales
Education
Bowling Green State University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
William A. Wirt High School 1998 — 2002
High School, AP College Prepatory Studies